SPMAX
Price
$12.01
Change
+$0.09 (+0.76%)
Updated
Jul 25 closing price
Net Assets
10.78M
VMCPX
Price
$390.87
Change
+$2.97 (+0.77%)
Updated
Jul 25 closing price
Net Assets
192.45B
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SPMAX vs VMCPX

Header iconSPMAX vs VMCPX Comparison
Open Charts SPMAX vs VMCPXBanner chart's image
Saratoga Mid Capitalization A
Price$12.01
Change+$0.09 (+0.76%)
VolumeN/A
Net Assets10.78M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
SPMAX vs VMCPX Comparison Chart in %
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SPMAX vs. VMCPX commentary
Jul 28, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SPMAX is a Buy and VMCPX is a Buy.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. SPMAX (10.8M). VMCPX pays higher dividends than SPMAX: VMCPX (1.54) vs SPMAX (0.00). SPMAX was incepted earlier than VMCPX: SPMAX (23 years) vs VMCPX (15 years). SPMAX (2.03) is less costly to investors than VMCPX (0.03). SPMAX is a more actively managed with annual turnover of: 129.00 vs. VMCPX (16.00). SPMAX has a lower initial minimum investment than VMCPX: SPMAX (2500) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.91 vs. SPMAX (-0.99). VMCPX return over 5 years is better than : 70.93 vs. SPMAX (22.05).
SPMAXVMCPXSPMAX / VMCPX
Total Expense Ratio2.030.036,767%
Annual Report Gross Expense Ratio2.030.036,767%
Fund Existence23 years15 years-
Gain YTD6.8519.83170%
Front Load6%N/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.8M192B0%
Annual Yield % from dividends0.001.54-
Returns for 1 year-0.9917.91-6%
Returns for 3 years19.7442.1347%
Returns for 5 years22.0570.9331%
Returns for 10 years-10.77132.70-8%
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